client services officer in Southern Suburbs Brisbane

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job details

posted
location
southern suburbs brisbane, queensland
specialism
banking & financial services
job type
permanent
salary
AU$ 55,000 - AU$ 70,000 per year
reference number
90M0355481_1532400915
contact
isabella creswick, randstad
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job description

Our Client is a boutique Financial Planning firm based on the South side of Brisbane. The firm has built a strong reputation in the market based on their superior customer service and supportive, close-knit team.

This is an immediate permanent opportunity for a self-motivating Client Service Officer to build upon and continue their career within the financial industry.


Key Responsibilities:
- Confidently give advice implementation and ongoing client service
- Support to the Financial Adviser
- Strong telephone / communication skills within a front office environment
- Manage client documents
- Ensure a high level of management with files and the client database
- Provide customers with exceptional customer service and professionalism
- Day-to-day diary and appointment management

Key Skills and Experience:
- Minimum of 2+ years experience as a Client Service Officer within Financial Services
- Strong understanding and previous use of X-plan System
- Self motivating and proactive
- Aptitude for being a good thinker and problem solver
- Strong ability to organise and support others
- Desire to assist clients with accurate data
- High attention to detail and superior customer service
- Ability to work in a small team environment

Key Criteria:
- Part time (24 hours) Monday to Friday role with flexibility on days and hours
- Attractive Salary Package
- Excellent location with easy access to public transport and early bird parking options
- ASAP start date

If you feel like you have the necessary skills to perform and excel in this role APPLY NOW!!

For more information on this role please contact Isabella Creswick on 07 3243 3936 or email isabella.creswick@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Client Service Officer

qualification

High School Graduation

educational requirements

Secondary School/High School